See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,831 | $77,634-89.9% | $156,549-95.0% | $62,891-87.5% |
| Participation rate | 42.9% | 71.2%-28.3pp | 84.0%-41.2pp | 69.3%-26.4pp |
| Annual return | 0.00% | 50.32%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,103 | $3,444-68.0% | $5,501-80.0% | $2,281-51.6% |
| Participant deferral / active EE | $2,135 | $3,045-29.9% | $4,871-56.2% | $3,203-33.3% |
| Admin fee / account holder | $112 | $5,561-98.0% | $13,027-99.1% | $4,296-97.4% |